Approach

Investment Philosophy

Invest in People and Culture
We believe in people and in partnering with experienced owners and management teams that we admire and trust, whose interests align with our own. We believe that a successful business is only as good as the people that drive its operations and maintain its culture. When identifying potential investment opportunities, our professionals place tremendous emphasis on understanding the ambition, character, and vision of our potential partners. Ultimately, we are investing in people. We actively listen to our partners and value the connections that they have made with their communities and employees, perhaps even over several generations.

Maintain a regional focus
In the last decade, the southern United States has experienced greater economic growth than any other region in the United States. In addition to strong economic growth, this “Sun Belt” region generally benefits, more than any other area across the country, from lower cost labor, a growing population, warmer climate conditions, lower taxation rates and more flexible state regulatory regimes. These attributes, coupled with an absence of private equity investment funds primarily dedicated to this region, make the Sun Belt an ideal geographic region for further growth and investment by SunTx.

Invest for the Long Term
What further sets us apart from our peers is our long-term investment horizon. We understand that true growth cannot be fueled solely by financial leverage or realized within a pre-determined deadline. We believe in our operators and management teams, and strive to provide them with the tools they need—as well as the time—to advance a business to the next level of profitability.

Employ a Pragmatic Approach
We have a proven, pragmatic approach to investing and over time have earned a reputation as trustworthy stewards of capital among our limited partners. We ascribe to the investment principle that the right values, combined with solid strategy and operating expertise, will create tremendous value for our investors and management teams in the long-term. We are proud of the fact that [99%] of limited partners in our Fund I subscribed to our current Fund II.